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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,234 | $109,411-39.5% | $89,435-25.9% | $158,982-58.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 13.65% | 345.68%-332.0pp | 245.55%-231.9pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,736 | $3,173-45.3% | $2,587-32.9% | $4,763-63.6% |
| Participant deferral / active EE | $3,843 | $4,600-16.5% | $3,890-1.2% | $5,983-35.8% |
| Admin fee / account holder | $2,974 | $6,159-51.7% | $4,884-39.1% | $11,252-73.6% |